5850 Canoga Avenue
Suite 315
Woodland Hills, California 91367
Tel: 818-264-0600
PRIVATE WEALTH SOLUTIONS, LLC, formally registered with the SEC as PRIVATE WEALTH SOLUTIONS, LLC. The firm was established in 09/01/2017. They have over 1 offices throughout the country.
PRIVATE WEALTH SOLUTIONS, LLC is a Woodland Hills, California based Financial Planning firm with nearly $295,499,654 assets under management, offering retirement planning & investment advisory services to 761 clients. The firm is staffed with 3 experienced financial planners.
SEC Current Status | Approved |
---|---|
Firm CRD# | 289437 |
SEC# | 801-111072 |
Assets Managed by Firm | $295,499,654 |
No. of Clients | 761 |
No. of Advisors | 3 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 761 | $295,499,654 |
Individuals (other than high net worth individuals) | 185 | $60,499,654 |
High net worth individuals | 96 | $235,000,000 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$2,936,601,179,276 | 18358 | 1331 | |
$2,406,691,634,676 | 481 | 754 | |
$2,248,547,388,863 | 2782 | 3177 | |
$782,620,910,160 | 242041 | 1007 | |
$322,933,193,102 | 762 | 295 |
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